Client Executive, Private Equity​/M&A- Risk Management New 1 American Lane, Greenwich, CT 06831

1 American Lane, Greenwich, CT 06831

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives.

We're comprised of two distinct yet complementary divisions:
Alternative Asset Management Services & Insurance Capital Solutions and Life Capital & Executive Benefits. Each has a specialized focus and expertise but with services and market positions that are highly synergistic and extend across our collective client base. Having this combined brokerage under one roof gives Vanbridge the distinct advantage of offering our clients a broad and diverse platform of insurance solutions and programs and creates a best-of-the-best client experience.

We are looking for a seasoned Client Executive
- Private Equity/ M&A Risk Management to join our team working out our NYC or Greenwich, CT office 2x a week.

This role will be working with clients directly and with EPIC Financial Services team members across new business strategies and portfolio management. Responsibilities will include supporting producers in new business endeavors, coordinating the various team members to deliver one seamless new business proposal. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn.

The candidate must be able to function well in a fast-paced, high standard environment, have intimate knowledge of Property & Casualty coverages, have familiarity with running a Property & Casualty book of business.

• Maintain new business pipeline
• Coordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers and the client, main quarterback between all parties during new business/quoting/onboarding process; coordinating proposal/deliverable to the client
• Assign proper service team in a timely fashion. Support the service team in getting up to speed on the account, transition.
• Portfolio Management – Work with service teams during the renewal (ensure coordinating with placement resources); for any diligence related matters; any service related issues that require guidance. Request required information to start the new business process from both the prospect;
  Ensure overarching strategies are being driven
• Stewardship Reporting to Private Equity Firms. Working with the individual service teams to collect necessary data and coordinate the deliverable
• Servicing of select Private Equity Firms-where it makes sense to drive strategy.
• Maintain trackers and pipelines for clients and/or prospects
• Work collaboratively with producers, placements…